Keith Carpenter, AWMA®, CRPC®

VP - Financial Consultant

+1 513-337-5846

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Chartered Retirement Planning Counselor℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Wealth Management Advisor, TIAA, 2024-2025
  • Investment Management Consultant, Fidelity, 2021-2024
  • Director, Retirement Planner, Fidelity, 2020-2021
  • Workplace Planning Consultant, Fidelity, 2019-2020
  • Financial Associate, Fidelity, 2016-2019

Education

  • Bachelor of Arts - BA

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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